SCA

Sander Capital Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 28.02%
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.02M
3
+$1.88M
4
AMZN icon
Amazon
AMZN
+$34.3K
5
V icon
Visa
V
+$260

Top Sells

1
+$2.36M
2
+$1.71M
3
+$694K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$474K
5
MSFT icon
Microsoft
MSFT
+$413K

Sector Composition

1 Technology 80.61%
2 Consumer Discretionary 9.43%
3 Financials 5.5%
4 Communication Services 3.83%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87M 44.5%
231,273
-1,097
2
$31.7M 16.21%
164,516
-1,245
3
$18.4M 9.43%
121,279
+226
4
$17.8M 9.12%
29,872
+5,060
5
$12.6M 6.46%
85,690
+12,742
6
$8.31M 4.25%
78,855
+29,986
7
$7.48M 3.83%
53,099
-3,360
8
$5.23M 2.68%
14,672
-1,945
9
$2.6M 1.33%
9,998
+1
10
$2.43M 1.24%
5,693
-75
11
$1.05M 0.54%
1,585
12
$355K 0.18%
250
13
$133K 0.07%
780
-150
14
$112K 0.06%
320
-100
15
– –
-36,380
16
– –
-42,550